格隆汇1月14日丨松霖科技(603992.SH)公布，经财务部门初步测算，预计2025年年度实现归属于母公司 所有者的净利润18,000.00万元到21,000.00万元，与上年同期（法定披露数据）相比，将减少23,641.50万 元到26,641.50万元，同比减少52.96%到59.68%。预计2025年年度实现归属于母公司所有者的扣除非经 常性损益的净利润15,500.00万元到18,500.00万元，与上年同期（法定披露数据）相比，将减少23,074.79 万元到26,074.79万元，同比减少55.50%到62.72%。 本期公司业绩预计同比下滑，主要系宏观经济环境及美国关税贸易战带来的外部环境变化叠加影响，阶 段性经营调整承压，具体原因如下：1、 报告期内，宏观经济环境及美国关税贸易战对行业形成挑战及 扰动，国内订单下滑及海外订单短期波动导致营业收入下滑。但值得注意的是，关税贸易战带来的全球 供应链调整与结构性变动，为公司推进全球化产能布局、拓展多元市场与增量业务创造了战略新机遇。 2、 公司越南生产基地本期逐步投产，新项目投运初期存在固定资产折旧、运营维护等费用阶段性增加 的情况，短期影响利润。 ...

格隆汇1月14日｜松霖科技公告，公司预计2025年年度实现归属于母公司所有者的净利润18,000.00万元 到21,000.00万元，同比减少52.96%到59.68%。公司预计2025年年度实现归属于母公司所有者的扣除非 经常性损益的净利润15,500.00万元到18,500.00万元，同比减少55.50%到62.72%。报告期内，宏观经济 环境及美国关税贸易战对行业形成挑战及扰动，国内订单下滑及海外订单短期波动导致营业收入下滑。 ...

证券代码：603992 证券简称：松霖科技 公告编号：2026-002 债券代码：113651 债券简称：松霖转债 厦门松霖科技股份有限公司 2025年度业绩预减公告 实现盈利，且净利润与上年同期相比下降52.96%到59.68%。 业绩预告相关的主要财务数据情况： 公司预计2025年年度实现归属于母公司所有者的净利润 18,000.00万元到21,000.00万元，同比减少52.96%到59.68%。 公司预计2025年年度实现归属于母公司所有者的扣除非经 常性损益的净利润15,500.00万元到18,500.00万元，同比减少 55.50%到62.72%。 一、本期业绩预告情况 （一）业绩预告期间 本公司董事会及全体董事保证本公告内容不存在任何虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和 完整性承担个别及连带责任。 重要内容提示： 业绩预告的具体适用情形： 第 1 页 共 3 页 露数据）相比，将减少23,641.50万元到26,641.50万元，同比减少 52.96%到59.68%。 预计2025年年度实现归属于母公司所有者的扣除非经常性损益 的净利润15,500.00万元到18,5 ...

松霖科技公告，预计2025年年度实现归属于母公司所有者的净利润1.8亿元到2.1亿元，同比减少52.96% 到59.68%。预计2025年年度实现归属于母公司所有者的扣除非经常性损益的净利润1.55亿元到1.85亿 元，同比减少55.50%到62.72%。本期业绩预计同比下滑，主要系宏观经济环境及美国关税贸易战带来 的外部环境变化叠加影响，阶段性经营调整承压。 ...

Group 1 - The core viewpoint of the article highlights that Songlin Technology (松霖科技) plans to expand its research and development team significantly by the end of 2025, aiming for over 800 full-time R&D personnel [1] - The dedicated team for robotics will consist of nearly 100 members, with ongoing recruitment efforts to enhance capabilities in the IDM business and AIOT teams [1] - The company intends to further expand its robotics team according to its strategic plans [1]

证券日报网1月6日讯 ，松霖科技在接受调研者提问时表示，公司多个业务线适用于康养场景。其一， 机器人业务布局康养服务机器人协同组织系统，关注康养机构、生活美容机构、医美机构等场景下的医 护康养服务需求，为B端客户及场景用户提供包含助行、护理、健康管理、情感陪伴等在内的综合系统 解决方案。其二，IDM美与健康项下多个品类与康养场景需求紧密结合，如AI睡眠枕、AI智慧床垫、 AI健康监测、健康饮水等。其三，在IDM智能厨卫业务方面，公司也有多个品类服务于海内外康养场 景，如适老智能淋浴系统、适老智能马桶等。 （文章来源：证券日报） ...

Core Viewpoint - Songlin Technology's IDM business strategy focuses on prioritizing A-class customers, emphasizing collaboration with top international brands in optimal market regions and product categories [2] Group 1: Business Strategy - The company adopts an A-class customer strategy for its IDM business, which is based on years of experience and accumulation [2] - The strategy aims to leverage innovative products and technological achievements to select the best market areas and top-ranking international brand customers for collaboration [2] Group 2: Recent Achievements - The company has achieved breakthroughs in multiple product categories this year, including a partnership with a top international brand for its smart toilet business line [2] - In the health drinking water segment, the company secured its first order for a new product category with top brands in the United States and Italy [2] - The sleep business line has signed its first contract for a new product category with top brands in Japan and the United States [2]

证券代码：603992 证券简称：松霖科技 公告编号：2026-001 转债代码：113651 转债简称：松霖转债 厦门松霖科技股份有限公司 司债券，每张面值 100 元，发行总额 61,000 万元，期限 6 年。票面 利率具体为：第一年 0.30%、第二年 0.50%、第三年 1.00%、第四年 1.50%、第五年 1.80%、第六年 2.00%。 （二）经上交所自律监管决定书〔2022〕217 号文同意，公司 61,000 万元可转换公司债券于 2022 年 8 月 17 日起在上交所挂牌交 易，债券简称"松霖转债"，债券代码"113651"。 （三）根据相关规定及《厦门松霖科技股份有限公司公开发行 可转换公司债券募集说明书》（以下简称"《可转换公司债券募集 说明书》"）的约定，公司该次发行的"松霖转债"自 2023 年 1 月 30 日起可转换本公司股份，目前转股价格为人民币 15.30 元/股。 二、可转债本次转股情况 关于 2025 年第四季度可转债转股结果暨股份变动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性 承担法律 ...

证券之星消息，12月30日家居用品板块较上一交易日下跌0.46%，松霖科技领跌。当日上证指数报收于 3965.12，下跌0.0%。深证成指报收于13604.07，上涨0.49%。家居用品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603216 | 梦天家居 | 46.40 | 9.90% | 7.64万 | | 3.38亿 | | 603221 | 爱丽家居 | 13.12 | 5.89% | 25.13万 | | 3.37亿 | | 603389 | *ST亚振 | 47.54 | 4.99% | 2.29万 | | 1.07亿 | | 603898 | 好莱客 | 13.89 | 4.44% | 13.42万 | | 1.84亿 | | 301575 | 义务达 | 50.99 | 4.02% | 2.38万 | | 1.19亿 | | 002571 | 德力股份 | 12.08 | 3.96% | 61.70万 | | 7.26亿 | | 0028 ...

Investment Rating - The report maintains a positive outlook on the paper and light industry sectors, highlighting high dividend safety margin assets and companies with strong growth potential [1][2]. Core Insights - The report emphasizes the importance of focusing on high dividend safety margin assets in the packaging and home furnishing sectors, benefiting from the appreciation of the RMB and the expected decrease in paper procurement costs [2][4]. - It identifies key companies in the packaging sector such as Yongxin Co., Yutong Technology, Huawang Technology, and Meiyingsen, as well as home furnishing leaders like Kuka Home, Mousse, Oppein, and Sophia [2][4]. - The paper industry is expected to benefit from rising wood pulp prices and seasonal demand, with companies like Sun Paper, Nine Dragons Paper, and Bohui Paper being highlighted for their potential [2][4]. - The report also discusses the export sector, noting the impact of RMB appreciation and the importance of supply chain and brand expansion for companies like Jiangxin Home, Yongyi Co., Jiayi Co., and Zhongxin Co. [2][4]. Summary by Sections Packaging Sector - The packaging industry is characterized by a mature competitive landscape, with leading companies reducing capital expenditures and demonstrating advantages in overseas markets [5][6]. - Yongxin Co. is noted for its stable high dividend policy and strong performance in soft packaging and film business, with a dividend rate of 84% to 81% from 2020 to 2024 [5]. - Yutong Technology has expanded its global supply chain, enhancing its operational efficiency and increasing its dividend rate to 70% by 2025 [6]. - Huawang Technology is positioned well in the decorative paper market, with expectations of improved profitability due to limited new supply and rising demand [7]. - Meiyingsen is recognized for its strategic overseas expansion and high dividend yield, with a focus on emerging markets [8]. Home Furnishing Sector - The home furnishing industry is experiencing accelerated consolidation, with a positive outlook driven by supportive real estate policies and improving consumer confidence [9][10]. - Companies like Kuka Home and Sophia are expected to benefit from the increasing demand for home renovation and the implementation of "old-for-new" policies [10][23]. - The report highlights the importance of retail capabilities and supply chain improvements for companies to enhance their market share and profitability [23][24]. Paper Industry - The paper industry is anticipated to see a recovery in demand and pricing, supported by strong control over production by overseas pulp mills [11][13]. - Companies such as Sun Paper and Nine Dragons Paper are expected to benefit from the stabilization of pulp prices and improved supply-demand dynamics [11][13]. - The report notes that the industry has been at a low point for several years, but a mid-term recovery is expected as demand gradually increases [11][13]. Export Sector - The export sector is influenced by the global economic environment, with a focus on companies that are expanding their international presence and brand recognition [14][15]. - Jiangxin Home is noted for its innovative product offerings and strong growth in customer numbers, while Yongyi Co. is positioned to capitalize on the growing demand for ergonomic chairs [15][16]. - Jiayi Co. is recognized for its strategic expansion in the insulated cup market, while Zhongxin Co. is highlighted for its growth potential in the pulp molding sector [16][17]. Pet Products Sector - The pet products sector is experiencing robust growth, with companies like Yiyi Co. and Yuanfei Pet benefiting from strong export performance and brand development [18]. - Yiyi Co. is expected to see significant revenue growth due to its acquisition strategy and strong sales performance [18]. - Yuanfei Pet is noted for its rapid growth in the domestic market and expansion of its product offerings [18]. Light Industry Sector - The report emphasizes the importance of monitoring changes in the light industry, with companies like Anfu Technology and Jianlin Home focusing on strategic acquisitions and technological advancements [19][20]. - Anfu Technology is expected to enhance its profitability through increased ownership in Nanfeng Battery and expansion into new business areas [19]. - Jianlin Home is transitioning towards smart robotics, leveraging its existing technology and market position [20].